Institutional Ownership Invesco Qqq Trust, Series 1 (QQQ)
This table provides information about the institutional ownership of Invesco Qqq Trust, Series 1 (QQQ). We have compiled data on the 4,071 institutions that hold shares in the stock, with a total of 322 Million shares, which have been reported (via 13F filing form) to have a value of $186 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
136,822
shares
|
$79.4 Million
1.48% of portfolio
|
Q2 2025
Reduced 5.58%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
136,120
shares
|
$79 Million
4.04% of portfolio
|
Q1 2025
Reduced 32.88%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
135,407
shares
|
$78.5 Million
1.53% of portfolio
|
Q2 2020
Added 13.72%
|
|
|
Silicon Valley Capital Partners
|
May 28, 2025 Q1 2025 |
135,344
shares
|
$78.5 Million
8.29% of portfolio
|
Q1 2025
Added 0.54%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
135,310
shares
|
$78.5 Million
3.92% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
135,197
shares
|
$78.4 Million
0.3% of portfolio
|
Q2 2025
Reduced 11.19%
|
|
|
Winthrop Advisory Group LLC
|
Jul 23, 2025 Q2 2025 |
133,500
shares
|
$77.4 Million
7.13% of portfolio
|
Q2 2025
Added 5.36%
|
|
|
Sand Hill Global Advisors, LLC
Palo Alto, CA |
Aug 14, 2025 Q2 2025 |
133,381
shares
|
$77.4 Million
2.75% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
132,487
shares
|
$76.8 Million
2.29% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Ensign Peak Advisors, Inc
Salt Lake City, UT |
May 14, 2025 Q1 2025 |
131,500
shares
|
$76.3 Million
0.12% of portfolio
|
Q1 2025
Reduced 51.01%
|
|
|
Berkshire Money Management, Inc.
|
Jul 22, 2025 Q2 2025 |
130,909
shares
|
$75.9 Million
8.6% of portfolio
|
Q2 2025
Reduced 13.16%
|
|
|
Horizon Wealth Management, LLC
|
Aug 04, 2025 Q2 2025 |
130,271
shares
|
$75.6 Million
13.65% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Rollins Financial Advisors, LLC
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
130,166
shares
|
$75.5 Million
11.45% of portfolio
|
Q2 2025
Reduced 7.31%
|
|
|
Western Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
129,532
shares
|
$75.1 Million
4.4% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
128,496
shares
|
$74.5 Million
0.4% of portfolio
|
Q2 2025
Reduced 2.78%
|
|
|
Beacon Capital Management, LLC
|
Jul 17, 2025 Q2 2025 |
128,045
shares
|
$74.3 Million
11.22% of portfolio
|
Q2 2025
Added 1.7%
|
|
|
Trustcore Financial Services, LLC
|
Feb 13, 2023 Q4 2022 |
126,940
shares
|
$73.6 Million
3.0% of portfolio
|
Q4 2022
Added 7.52%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
126,530
shares
|
$73.4 Million
2.73% of portfolio
|
Q1 2025
Added 55.67%
|
|
|
Level Four Advisory Services, LLC
Dallas, TX |
Aug 13, 2025 Q2 2025 |
125,145
shares
|
$72.6 Million
2.78% of portfolio
|
Q2 2025
Reduced 5.02%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
125,070
shares
|
$72.5 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.17%
|
|
|
Intellus Advisors LLC
Naples, FL |
Aug 12, 2025 Q2 2025 |
124,379
shares
|
$72.1 Million
10.23% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Steel Peak Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
124,176
shares
|
$72 Million
2.75% of portfolio
|
Q2 2025
Added 52.85%
|
|
|
Banque Pictet & Cie Sa
|
Jul 16, 2025 Q2 2025 |
120,131
shares
|
$69.7 Million
0.47% of portfolio
|
Q2 2025
Added 552.32%
|
|
|
Westpark Management, LLC
|
Oct 24, 2022 Q3 2022 |
120,000
shares
|
$69.6 Million
47.05% of portfolio
|
Q1 2022
Reduced 0.83%
|
|
|
King Wealth
Saratoga Springs, NY |
Aug 08, 2025 Q2 2025 |
119,740
shares
|
$69.5 Million
8.96% of portfolio
|
Q2 2025
Added 0.24%
|